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Monthly Newsletters

2026

April:
How the Trump Administration’s Plans Could Affect Your Student Loans
March:
Why Practice Management Can Be Such a Big Deal for Docs
February:
What Does Normal Look Like?
January:
Regrets on Overcomplicating My Investing Life

2025

December:
More SALT in 2026 Could Be Great for Your Financial Health
November:
How to Prepare for Financial Incapacity as You Age
October:
What Is a Cost Segregation Study, and Should You Bother with One?
September:
Going 1099 Is Not a Magic Elixir
August:
Getting Your Financial Education Early Can Be Worth Millions
July:
Are You Actually Receiving the Value a Financial Advisor Provides?
June:
Understanding the Basics of Investing
May:
Living Life Right Now (and Spending the Money to Do So)
April:
Tax-Loss Harvest, But Don’t Worship at the TLH Altar
March:
Helping Your Fellow Docs Save for Retirement
February:
Two More Reasons to Do Roth Contributions and Conversions
January:
All the Reasons Why Retirement Accounts Are Awesome

2024

December:
How Bad Is It to Own Individual TIPS in Taxable?
November:
Should the Election Results Change Your Financial Plan?
October:
The Costs of a Serious Accident
September:
Fiduciary Is a Spectrum: Why You Might Want to Get Advice from a Financially Independent Advisor
August:
Navigating the Financial World as a Validator
July:
Why Is Saving 20% of Your Income So Important? Let's Run the Numbers
June:
Avoid Unforced Errors
May:
The FTC Ban on Non-Competes and the Law of Unintended Consequences
April:
5 Ignorant Arguments Residents Use to Justify Buying a Home
March:
Who Is Your Biggest Financial Enemy?
February:
This Popular Netflix Show Reminds Us of the Best Way to Invest
January:
4 Lessons Learned After Years of Being Financially Independent

2023

December:
A Roth IRA Is NOT a Bad Investment
November:
The Role of Your Investment Oversight Committee
October:
Overcoming Paralysis by Analysis Is Harder Than I Thought
September:
6 Lessons Learned While Climbing Half Dome
August:
How to Stay Rich
July:
The ‘Guaranteed' Path to Physician Wealth and the 5 Ways to Fall Off It
June:
A High Income Covers a Plethora of Financial Sins
May:
Should QLACs Be Part of Your Portfolio?
April:
You'll Probably Get What You Want Most
March:
10 HSA FAQs: How Many Do You Know?
February:
What Is a High-Low Agreement?
January:
The Government Wants You to Save for Retirement

2022

December:
You Can't Protect It All, and That's OK
November:
How to Think About TIPS
October:
There Are Many Roads to Dublin
September:
What We Think About the New Student Loan Changes
August:
Financial Tips for the Terminally Ill (and the Rest of Us)
July:
How to Invest Your HSA
June:
Life Isn't Fair
May:
New Changes to Student Loan Management
April:
Inflation: The Investor's Greatest Enemy
March:
What Should Your Portfolio Do About the Russian Invasion?
February:
How FOMO Ends
January:
Standard and Mega Backdoor Roth IRAs, and Federal Student Loans

2021

December:
Don't Miss the Forest for the Trees
November:
Why IRR Is the Best Return Measurement
October:
12 Ways to Optimize for Career Longevity
September:
How to Increase Risk Tolerance
August:
The Benefits of Getting Rich Slowly
July:
What Are Your Hobbies Really Costing You?
June:
Yes You Should Worry About Inflation
May:
Betting on Options Isn't Investing
April:
Plan an Adventure!
March:
Be Prepared!
February:
An Era of Speculation
January:
The Investor Matters More Than the Investment

2020

December:
You Can Deduct Charitable Contributions Without Itemizing
November:
Did the 4% Rule Just Become the 5.5% Rule?
October:
Giving the Gift of Charity
September:
Investing at Market Highs
August:
Why Doctors Still Need a 401(k)
July:
Is a Cash Balance Plan Right for You?
June:
Keep a Crystal Ball Journal
May:
Why Market Bottoms Are So Hard to Pick
April:
Tax Dates Pushed Back!
March:
Stop Panicking, Tax Loss Harvest, and Avoid Scams
February:
How to Think About Social Security and Pensions
January:
Expected Returns